+204.4%
RKLB vs MDT
-20.5%
+224.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -4.0% |
| 7D | 0.0% | -0.3% | +0.3% | +0.1% |
| 30D | -21.2% | +2.8% | -24.0% | -22.5% |
| 3M | -41.7% | +13.1% | -54.8% | -46.4% |
| 6M | -11.8% | +2.3% | -14.1% | -13.3% |
| YTD | -9.6% | -2.7% | -6.9% | -8.4% |
| 1Y | +34.1% | +0.9% | +33.2% | +32.0% |
| 3Y | +917.3% | +26.8% | +890.4% | +729.5% |
| 5Y | +204.4% | -19.5% | +223.8% | +213.3% |
| All | +204.4% | -20.5% | +224.9% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MDT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling